> For the complete documentation index, see [llms.txt](https://dework.gitbook.io/product-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dework.gitbook.io/product-docs/fundamentals/task-templates.md).

# Task Templates

### Overview

Templates allow you to streamline and speed up creating tasks, that managers can select easily.

{% hint style="info" %}
**Note**: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll
{% endhint %}

<figure><img src="/files/mzJkr81L2Ta51ZJMjT7W" alt=""><figcaption><p>Create templates for various repeating processes &#x26; tasks</p></figcaption></figure>

### Create a Task Template

**Step 1**: Go to your Space/Project  `Settings`  menu via ⚙️ and click on  `Templates`. Then, under  `Task Templates`, click on  `New Template.` &#x20;

<figure><img src="/files/WdOB8MfzGq4qDKBjuZRR" alt=""><figcaption><p>Go to Templates under space/project Settings and click New Template </p></figcaption></figure>

**Step 2**: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.&#x20;

<figure><img src="/files/SENxFIWCxXeUCzL6WWdU" alt=""><figcaption><p>A pop-up will appear to be filled in</p></figcaption></figure>

**Step 3**: After filling in the details click on  `Save Template`.

<figure><img src="/files/UmC2mECZKTQqsSUOHYJz" alt=""><figcaption><p>Update the task details and click Save Template</p></figcaption></figure>

{% hint style="success" %}
Success! You will now see the the new template listed under `Task Templates` in your space/project settings, with options to `Create task from template`, `Edit` and `Delete`.
{% endhint %}

<figure><img src="/files/lmHVKwtOTJq3fOwabXnJ" alt=""><figcaption><p>Repeat the process for each template needed</p></figcaption></figure>

### Use a Template for your Tasks&#x20;

**Step 1**: Click  `+`  to create a new task

<figure><img src="/files/onDFQ4I2YltYNEBBIsSI" alt=""><figcaption><p>Create a new task</p></figcaption></figure>

**Step 2**: In the pop-up that appears, click on `Template` in the top-left corner and select the template you would like to use

<figure><img src="/files/kcTt7pqmtRhZVqCeXg46" alt=""><figcaption><p>Select the relevant template</p></figcaption></figure>

**Step 3**: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click `Create`.

<figure><img src="/files/vNPjduKhPl8x56bK0TXW" alt=""><figcaption><p>Template content &#x26; settings pre-filled in the task</p></figcaption></figure>

{% hint style="success" %}
Success! You've created a task using a template in just a few clicks
{% endhint %}

<figure><img src="/files/qnHu3JlWbmWakJ9ypiJ5" alt=""><figcaption><p>Final task with updates to the template!</p></figcaption></figure>
